Creative Planning Sells in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVST
Envista Holdings Corp

Healthcare
-8.94K
- 28.88%
$16.25 - $22.15 $145K - $198K
22K $379K
REG
Regency Centers Corp

Real Estate
-2.87K
- 16.35%
$68.83 - $77.74 $198K - $223K
14.7K $1.08M
NVCR
Novo Cure LTD

Healthcare
-460
- 2.68%
$17.82 - $30.19 $8.2K - $13.9K
16.7K $297K
DAR
Darling Ingredients Inc.

Consumer Defensive
-5.3K
- 27.48%
$28.51 - $41.85 $151K - $222K
14K $436K
NFE
New Fortress Energy Inc.

Utilities
-5.86K
- 24.81%
$8.31 - $16.3 $48.7K - $95.6K
17.8K $147K
TILE
Interface Inc

Consumer Cyclical
-1.46K
- 3.66%
$18.26 - $25.12 $26.7K - $36.8K
38.6K $764K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-3.22K
- 14.09%
N/A
19.6K $1.27M
BXP
Boston Properties Inc

Real Estate
-298
- 1.14%
$63.97 - $74.91 $19.1K - $22.3K
25.9K $1.74M
CXDO
Crexendo, Inc.

Communication Services
-3.19K
- 0.6%
$4.87 - $7.16 $15.6K - $22.9K
531K $2.58M
POWL
Powell Industries Inc

Industrials
-320
- 10.81%
$155.56 - $311.38 $49.8K - $99.6K
2.64K $449K
TECL
Direxion Daily Technology Bull

ETFs
-5
- 0.08%
$58.43 - $100.39 $292 - $502
6.26K $366K
TFSL
Tfs Financial Corp

Financial Services
-15.5K
- 31.06%
$12.02 - $13.88 $187K - $216K
34.5K $427K
CMRE
Costamare Inc.

Industrials
-3.74K
- 6.98%
$9.79 - $13.5 $36.6K - $50.5K
49.8K $490K
MSEX
Middlesex Water CO

Utilities
-4.46K
- 57.77%
$48.68 - $64.93 $217K - $290K
3.26K $208K
DY
Dycom Industries Inc

Industrials
-329
- 4.84%
$136.75 - $200.56 $45K - $66K
6.46K $984K
OMC
Omnicom Group Inc.

Communication Services
-103
- 0.17%
$79.43 - $88.34 $8.18K - $9.1K
60.1K $4.98M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-4.27K
- 5.31%
$19.17 - $21.07 $81.8K - $89.9K
76.1K $1.47M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-17.8K
- 16.42%
$10.68 - $11.3 $190K - $201K
90.5K $983K
MNKD
Mannkind Corp

Healthcare
-5.32K
- 4.46%
$4.92 - $6.6 $26.2K - $35.1K
114K $573K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-554
- 4.0%
$87.72 - $111.91 $48.6K - $62K
13.3K $1.2M
OXM
Oxford Industries Inc

Consumer Cyclical
-844
- 11.79%
$55.24 - $88.05 $46.6K - $74.3K
6.32K $370K
OMCL
Omnicell, Inc

Healthcare
-2.63K
- 24.63%
$32.31 - $45.32 $84.9K - $119K
8.04K $281K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-2.67K
- 1.04%
$106.44 - $113.12 $284K - $302K
254K $27.8M
FCN
Fti Consulting, Inc

Industrials
-138
- 2.2%
$160.54 - $198.75 $22.2K - $27.4K
6.14K $1.01M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-6.29K
- 4.55%
$50.82 - $52.7 $320K - $331K
132K $6.93M
GSBC
Great Southern Bancorp, Inc.

Financial Services
-1.59K
- 6.71%
$55.37 - $62.0 $88.3K - $98.8K
22.2K $1.23M
CLIR
Clear Sign Technologies Corp

Industrials
-68.4K
- 32.54%
$0.75 - $1.48 $51.3K - $101K
142K $106K
SEM
Select Medical Holdings Corp

Healthcare
-8.61K
- 40.41%
$16.56 - $20.38 $143K - $175K
12.7K $211K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-16.1K
- 14.54%
$11.13 - $11.61 $179K - $187K
94.7K $1.06M
SUZ
Suzano S.A.

Basic Materials
-14.8K
- 24.4%
$9.26 - $10.85 $137K - $161K
45.9K $426K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-9.77K
- 10.8%
$22.35 - $24.52 $218K - $239K
80.6K $1.92M
DORM
Dorman Products, Inc.

Consumer Cyclical
-890
- 10.27%
$120.54 - $134.79 $107K - $120K
7.78K $937K
GGB
Gerdau S.A.

Basic Materials
-63.7K
- 63.17%
$2.72 - $3.08 $173K - $196K
37.1K $105K
ATI
Allegheny Technologies Inc

Industrials
-2.07K
- 7.99%
$50.0 - $65.86 $104K - $136K
23.9K $1.24M
K
Kellogg CO

Consumer Defensive
-3.32K
- 5.59%
$81.06 - $82.9 $269K - $275K
56.1K $4.62M
GABC
German American Bancorp, Inc.

Financial Services
-3.38K
- 17.17%
$37.21 - $41.71 $126K - $141K
16.3K $611K
QCRH
Qcr Holdings Inc

Financial Services
-678
- 4.7%
$71.32 - $81.55 $48.4K - $55.3K
13.8K $981K
UAA
Under Armour, Inc.

Consumer Cyclical
-17.7K
- 49.77%
$6.25 - $8.66 $110K - $153K
17.8K $111K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-2.5K
- 26.62%
$54.51 - $63.63 $136K - $159K
6.88K $385K
INSW
International Seaways, Inc.

Energy
-4.38K
- 34.4%
$32.85 - $41.61 $144K - $182K
8.35K $277K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-124
- 3.84%
$200.77 - $270.08 $24.9K - $33.5K
3.11K $623K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-9.87K
- 5.07%
$24.79 - $25.26 $245K - $249K
185K $4.67M
STNG
Scorpio Tankers Inc.

Energy
-1.38K
- 13.36%
$37.58 - $56.62 $51.8K - $78.1K
8.94K $335K
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.27K
- 17.51%
$55.11 - $65.5 $125K - $149K
10.7K $608K
UVSP
Univest Financial Corp

Financial Services
-3.73K
- 6.12%
$27.52 - $31.63 $103K - $118K
57.2K $1.62M
FLS
Flowserve Corp

Industrials
-1.64K
- 15.74%
$46.47 - $64.75 $76.4K - $106K
8.8K $429K
CALM
Cal Maine Foods Inc

Consumer Defensive
-148
- 1.14%
$80.87 - $115.8 $12K - $17.1K
12.8K $1.17M
VCYT
Veracyte, Inc.

Healthcare
-254
- 1.55%
$29.65 - $46.14 $7.53K - $11.7K
16.2K $479K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-8.11K
- 15.47%
$22.11 - $22.43 $179K - $182K
44.3K $993K
Activity Summary
Buys All Purchases 2364 New Holdings 213 Increased Positions 2151 Sells All Sells 964 Reductions 964 Sold out 0 Options Calls 8 Puts 11
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